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1 week ago | 
the-ken.com | Rohin Dharmakumar
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2 weeks ago | 
the-ken.com | Rohin Dharmakumar
A community-powered Sunday newsletter on mental models, self-reflection, learning, growth, photos, books, and more. Subscribe here Good morning [%first_name |Dear Reader%], What a non-summer we've had this year. I've always remembered 1 June as the approximate day that the monsoon hits the Kerala coast. This year, it arrived on 24 May. The truncated summer and early rains (both pre-monsoon and monsoon) have played havoc with mango trees. Farmers are suffering .
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2 weeks ago | 
the-ken.com | Rohin Dharmakumar
Reliance Retail is a behemoth that sells everything—from the recently revived Campa Cola to luxury jackets. And the more than 19,300 stores across its verticals makes it the largest retailer in the country. But Reliance Retail seems to have run the race a bit too fast, and is now plagued by its very efforts to dominate every market it enters.
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3 weeks ago | 
the-ken.com | Rohin Dharmakumar
The original big AI bus that came was Large Language Model, or LLMs, the foundational model bus. India missed it. Then the conversation became let others develop the foundational models, we’ll just do a better job of building applications on top of it. We’ll become the use case capital of the world. There are some startups from India in the space, but none of them are in the same league as their global counterparts. So in some ways, we’ve missed that bus, too.
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3 weeks ago | 
the-ken.com | Rohin Dharmakumar
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4 weeks ago | 
the-ken.com | Rohin Dharmakumar
A community-powered Sunday newsletter on mental models, self-reflection, learning, growth, photos, books, and more. Subscribe here Good morning [%first_name |Dear Reader%], As I finish writing this edition on a cloudy and overcast Saturday evening in Bengaluru, there is a much darker shadow over all of India. That of war. Let's hope that by the time you're reading this, those clouds have scattered a bit and are being blown away by forces and people much bigger than us.
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1 month ago | 
the-ken.com | Rohin Dharmakumar
The coffee culture in India has come far today. But has it reached the point where daily commuters grab their cup of joe from their favourite cafe on their way to work? Or do they get it delivered in minutes? Or is the cafe only a destination for meetings? The cafe ideally serves all three use cases. But the bigger reason has more to do with what we as Indians associate with cafes when we walk into a cafe. Some answer lies in the split between food and beverages in India.
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1 month ago | 
the-ken.com | Rohin Dharmakumar
Good morning [%first_name |Dear Reader%], Another week's gone by, and here we are again. These newsletters have started to acquire a deeper meaning for me for the last few months. For those of you old enough to remember (IYKYK and all that), it's like this is my weekly hard disk "defragmenting" process. It's what allows me to reflect, reorder, and restore my fragmented thoughts every week through a discipline that is enforced on me.
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1 month ago | 
the-ken.com | Rohin Dharmakumar
Faced with a fresh wave of trade turbulence, Zetwerk is scattering factories across borders, blending supply chains, and betting that predictability will trump price in the new manufacturing order
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1 month ago | 
the-ken.com | Rohin Dharmakumar
How a 14-member biotech spent just $10M on a product global pharma wants to lap upOne of the three companies globally to show cell therapy results for dry AMD, an eye disorder affecting nearly 200 million globally, Bengaluru's Eyestem is also eyeing a disruptive price
